- City National Bank (Chicago, IL)
- * WEALTH STRATEGIST CNR* WHAT IS THE OPPORTUNITY? The Wealth Strategist position is part of CNR's Private Wealth Solutions (PWS) team, and is ... wealth and succession planning. What you will do * Work with Senior Wealth Strategist and Wealth Strategist in developing integrated estate and… more
- KeyBank (Chicago, IL)
- …and external referrals for FW prospects * Has a command of the Family Wealth value proposition and family office capabilities * Responsible for revenue growth on the ... * Responsible for the implementation of the targeted Family Wealth onboarding plan * Responsible for engaging senior leadership...family * Establishes deep trust and confidence with Family Wealth clients while to position the team as the… more